What actually happens to what you type into an AI tool, and why that matters for client data, personal details, and trade secrets. You will learn safer habits and how business versions of these tools differ from the free ones.
Beginner3 min readRead
AI at Work
AI at work, in finance
Finance work mixes numbers with a surprising amount of writing: summarising reports, explaining figures to non-specialists, and weighing options. AI helps with the summarising, the drafting, and the structure of a decision, so the thinking goes faster.
Numbers demand extra care, so check every figure it touches and never share confidential financials with public tools. These are the tools and guides that suit a finance role.
Start here
New to this? These short reads get you oriented before you try anything.
Before anything AI helped with reaches a boss, client, or customer, it needs a human check. You will learn a quick routine for verifying facts, catching bias, and owning the result so the responsibility stays clearly with you.
Beginner3 min readRead
An honest look at where AI genuinely helps at work and where it does not. You will learn which everyday tasks it speeds up, which ones still need you, and how to tell the difference so you can use it with confidence.
Beginner3 min readRead
A few prompts to try
A prompt is a ready-made instruction you fill in and copy into an AI tool like ChatGPT, Claude, or Gemini. Here are a few worth trying first.
AnalysisBeginner
Document Summariser
Turn a long document into a clear summary at the length, focus, and reading level you need, so you can grasp the key points fast.
Use this prompt →
AnalysisIntermediate
Decision Matrix
Compare your options against the criteria that matter to you, each given a weight, so a tricky decision becomes a clear, scored side-by-side view.
Use this prompt →
PersonalBeginner
Budget Helper
Turn your income and outgoings into a simple, clear monthly budget, with a breakdown of where your money goes and gentle ideas for where to save.
Use this prompt →
BusinessBeginner
SWOT Analysis Builder
Build a clear strengths, weaknesses, opportunities, and threats analysis for a business, project, or decision, so you can see the whole picture at a glance.
Use this prompt →
Go further with step-by-step solutions
When you are ready for a bigger task, these walk you through it from start to finish.
Research & AnalysisBeginner20-30 minutes
How to analyse a spreadsheet with AI
Turn a spreadsheet full of numbers into plain-English insights you can act on. You will learn how to describe your data clearly, ask focused questions, and check the answers before you trust them.
Works with Claude, ChatGPT, Gemini
Business & PlanningBeginner30-45 minutes
How to write a business plan with AI
Draft a complete business plan with AI acting as your thinking partner, not your ghostwriter. You will shape the structure, work through each section, and end up with a first draft in your own words that you can refine and use.
Works with Claude, ChatGPT, Gemini
Personal & LifestyleBeginner20-30 minutes
How to make a difficult decision with AI
Use AI as a thinking partner to work through a tough choice, weighing the options clearly instead of going round in circles. You will end up with a clear, weighed-up view of the decision, though the final call stays yours.
Works with Claude, ChatGPT, Gemini
Want the full picture?
The AI at Work learning path covers the foundations for every role, step by step.